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Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$912M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$841M
3
BlackRock
3
BlackRock
New York
$101M
4
Charles Schwab
4
Charles Schwab
California
$450M
5
US Bancorp
5
US Bancorp
Minnesota
$434M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
251
Lutz Financial Services
Nebraska
$312K -$59.7K -3,362 -16%
LWM
252
Laidlaw Wealth Management
New York
$309K -$11.4K -645 -4%
ACG
253
Allen Capital Group
Nebraska
$304K -$28.1K -1,611 -8%
TWM
254
Tradition Wealth Management
Minnesota
$303K +$781 +44 +0.3%
B
255
Bailard
California
$302K -$158K -8,915 -34%
BRWA
256
B. Riley Wealth Advisors
Florida
$301K +$25K +1,408 +9%
BIA
257
Bigelow Investment Advisors
Maine
$293K +$63K +3,548 +27%
PAS
258
Park Avenue Securities
New York
$292K +$4.91K +276 +2%
RMC
259
Regis Management Company
California
$289K – – –
AOWM
260
Alpha Omega Wealth Management
Virginia
$287K – – –
FT
261
Fiduciary Trust
Massachusetts
$284K -$111K -6,270 -28%
Fisher Asset Management
262
Fisher Asset Management
Washington
$281K +$281K +15,852 New
CAMG
263
CWA Asset Management Group
Florida
$280K +$2.01K +113 +0.7%
CA
264
Cambridge Advisors
Nebraska
$276K -$13.5K -759 -5%
BA
265
Bridgewater Advisors
New York
$276K +$373 +21 +0.1%
NWA
266
Navis Wealth Advisors
New York
$273K +$2.15K +121 +0.8%
WWM
267
Western Wealth Management
Colorado
$272K +$2.11K +119 +0.8%
WFA
268
Websterrogers Financial Advisors
South Carolina
$269K +$16K +899 +6%
FVWA
269
Foster Victor Wealth Advisors
South Carolina
$269K +$10.9K +624 +4%
BFA
270
Bluestem Financial Advisors
Illinois
$267K +$923 +52 +0.3%
SA
271
Strategic Advocates
Utah
$262K +$262K +14,743 New
ACA
272
Ascension Capital Advisors
Texas
$256K – – –
SAM
273
SignalPoint Asset Management
Missouri
$254K -$905 -51 -0.4%
SSA
274
Schonfeld Strategic Advisors
New York
$248K +$248K +13,966 New
LCWP
275
Legacy Capital Wealth Partners
Arkansas
$245K +$245K +13,796 New
9 10
11
12 13